XPX Long Island: FINANCING GROWTH PART 2: Finding the Right Equity Partner

This is the second of two programs focused on outside financing.

Private companies often need outside capital to meet their business objectives (i.e. growth, liquidity).

Our panel of private equity investors will describe the advantages/risks for companies exploring a private capital partner, along with their recommendations to advisors in assisting shareholders prepare.

Panelists:

Lamar Cardinez
Principal
Blue Owl

Lamar Cardinez is a Principal of Blue Owl and a member of Dyal’s Investment Team. Based in New York City, he is responsible for evaluating investment opportunities, underwriting transactions and capital raising for Dyal’s HomeCourt Partners Fund. Before joining Blue Owl, Lamar was an Investment Banking Associate at Guggenheim Securities. Prior to that, Lamar was a member of the National Football League’s Junior Rotational Program where he worked in various media and business development roles.

Lamar received a BS in Business Administration from Northeastern University, where he graduated with honors and received an MBA from Cornell’s Johnson School of Business.

Michael Feeney
Partner
Coleville Partners

Michael began his career with accounting firm BDO in London in their Insurance Industry Group. In 2014, he moved to the United States and began working in private equity with Comvest Partners, a middle market PE and direct lending fund. Since then, Michael has worked in operations, business development, and investor relations roles at Ampfield Management, a long-term oriented public equity fund in New York, and Consonance Capital, a hedge fund in New York. Michael is a graduate of University College Dublin, Ireland and earned his master's degree in Accounting & Finance from City University of London. He holds the A.C.A. qualification from the Institute of Chartered Accountants in England and Wales.

Moderator:

Diane Johnston
Senior Vice President – Wealth Management
Institutional Consultant | Financial Advisor
UBS

Diane is an Senior Vice President with UBS Financial Services where she is an Institutional Consultant to Endowments, Foundations and Corporate plans, as well as a Financial Advisor to Business Owners and their families. She has over 25 years of experience in capital markets and lives in Port Washington with her husband and the youngest of four sons. Diane is a proud Navy Mom, avid sailor and serves on two not for profit boards. Her full bio is available on LinkedIn.

Registration Fees:

Non-Members Early Bird (through 1/31/2023) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 1/31/2023) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.